WISDOMTREE INTL M/C DVD FUND (DIM) Institutional Shareholders
WISDOMTREE INTL M/C DVD FUND (DIM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $39.20M in DIM holdings during the latest filing period.
Mesirow Financial Investment Management, Inc. is currently the largest disclosed institutional shareholder of DIM tracked by InsiderSet, reporting ownership valued at approximately $9.20M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.48M, representing an estimated gain of +2.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed DIM value among the investors covered in this analysis. Major shareholders include Mesirow Financial Investment Management, Inc., Wealthshield Partners, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in WISDOMTREE INTL M/C DVD FUND (DIM).
This page ranks the largest institutional DIM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
49
Total Reported Value
$39.20M
Largest Holder
Mesirow Financial Investment Management, Inc.
Largest Position
$9.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 0.14% | 107,957 | $9,201,175 | $9,475,861 | +$274,686 | +2.99% | |
| Wealthshield Partners, Llc | 0.30% | 32,108 | $2,659,506 | $2,818,260 | +$158,754 | +5.97% | |
| Morgan Stanley | 0.00% | 31,979 | $2,648,847 | $2,806,938 | +$158,091 | +5.97% | |
| Ghp Investment Advisors, Inc. | 0.10% | 30,975 | $2,640,030 | $2,718,812 | +$78,782 | +2.98% | |
| Smith, Moore & Co. | 0.19% | 31,594 | $2,616,931 | $2,773,144 | +$156,213 | +5.97% | |
| Bank Of America Corp | 0.00% | 23,925 | $1,981,706 | $2,100,003 | +$118,297 | +5.97% | |
| Wells Fargo & Company/Mn | 0.00% | 23,646 | $1,958,629 | $2,075,513 | +$116,884 | +5.97% | |
| Rockefeller Capital Management L.P. | 0.00% | 22,775 | $1,886,515 | $1,999,062 | +$112,547 | +5.97% | |
| Sanctuary Advisors, Llc | 0.01% | 18,703 | $1,549,172 | $1,641,645 | +$92,473 | +5.97% | |
| Ubs Group Ag | 0.00% | 16,517 | $1,368,103 | $1,449,770 | +$81,667 | +5.97% | |
| Cetera Investment Advisers | 0.00% | 15,577 | $1,290,271 | $1,367,262 | +$76,991 | +5.97% | |
| Geneos Wealth Management Inc. | 0.03% | 13,166 | $1,090,540 | $1,155,638 | +$65,098 | +5.97% | |
| Jane Street Group, Llc | 0.00% | 11,901 | $985,760 | $1,044,603 | +$58,843 | +5.97% | |
| Farther Finance Advisors, Llc | 0.01% | 11,102 | $946,221 | $974,471 | +$28,250 | +2.99% | |
| Envestnet Asset Management Inc | 0.00% | 8,823 | $751,980 | $774,434 | +$22,454 | +2.99% | |
| Royal Bank Of Canada | 0.00% | 7,860 | $651,000 | $689,907 | +$38,907 | +5.98% | |
| Lpl Financial Llc | 0.00% | 5,674 | $469,977 | $498,032 | +$28,055 | +5.97% | |
| Invesco Ltd. | 0.00% | 5,164 | $427,734 | $453,267 | +$25,533 | +5.97% | |
| Cahill Financial Advisors Inc | 0.04% | 4,435 | $367,376 | $389,279 | +$21,903 | +5.96% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 3,975 | $338,751 | $348,903 | +$10,152 | +3.00% | |
| Assetmark, Inc | 0.00% | 3,755 | $320,039 | $329,593 | +$9,554 | +2.99% | |
| Cascade Financial Partners, Llc | 0.03% | 3,650 | $302,330 | $320,377 | +$18,047 | +5.97% | |
| Stifel Financial Corp | 0.00% | 3,631 | $300,793 | $318,709 | +$17,916 | +5.96% | |
| Apollon Wealth Management, Llc | 0.00% | 3,424 | $291,843 | $300,540 | +$8,697 | +2.98% | |
| Elm3 Financial Group, Llc | 0.20% | 3,343 | $284,924 | $293,430 | +$8,506 | +2.99% | |
| Commonwealth Equity Services, Llc | 0.00% | 3,118 | $265,790 | $273,681 | +$7,891 | +2.97% | |
| Wealthcare Capital Partners, Llc | 0.10% | 2,760 | $235,248 | $242,257 | +$7,009 | +2.98% | |
| Sigma Planning Corp | 0.01% | 2,799 | $231,851 | $245,681 | +$13,830 | +5.96% | |
| Toptier Wealth Management, Llc | 0.13% | 2,506 | $213,616 | $219,963 | +$6,347 | +2.97% | |
| Susquehanna International Group, Llp | 0.00% | 2,555 | $211,631 | $224,264 | +$12,633 | +5.97% | |
| Jones Financial Companies Lllp | 0.00% | 1,889 | $151,681 | $165,806 | +$14,125 | +9.31% | |
| Washington Trust Advisors, Inc. | 0.01% | 1,312 | $111,822 | $115,160 | +$3,338 | +2.99% | |
| Asset Dedication, Llc | 0.01% | 1,210 | $103,129 | $106,207 | +$3,078 | +2.98% | |
| Ifp Advisors, Inc | 0.00% | 1,137 | $96,907 | $99,799 | +$2,892 | +2.98% | |
| Soa Wealth Advisors, Llc. | 0.01% | 606 | $51,646 | $53,191 | +$1,545 | +2.99% | |
| Mai Capital Management | 0.00% | 580 | $48,022 | $50,909 | +$2,887 | +6.01% | |
| Capital Investment Advisory Services, Llc | 0.00% | 500 | $42,615 | $43,887 | +$1,272 | +2.99% | |
| Institute For Wealth Management, Llc. | 0.00% | 354 | $30,172 | $31,072 | +$900 | +2.98% | |
| Rmg Wealth Management Llc | 0.00% | 543 | $29,805 | $47,661 | +$17,856 | +59.91% | |
| National Bank Of Canada | 0.00% | 165 | $13,667 | $14,483 | +$816 | +5.97% | |
| Hilton Head Capital Partners, Llc | 0.00% | 101 | $8,625 | $8,865 | +$240 | +2.79% | |
| Founders Financial Alliance, Llc | 0.00% | 85 | $7,040 | $7,461 | +$421 | +5.98% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 57 | $4,721 | $5,003 | +$282 | +5.98% | |
| Fmr Llc | 0.00% | 44 | $3,665 | $3,862 | +$197 | +5.38% | |
| Advisory Services Network, Llc | 0.00% | 37 | $3,051 | $3,248 | +$197 | +6.45% | |
| Russell Investments Group, Ltd. | 0.00% | 35 | $2,899 | $3,072 | +$173 | +5.97% | |
| Flow Traders U.S. Llc | 0.08% | 31,751 | $2,630 | $2,786,925 | +$2,784,295 | +105866.73% | |
| Osaic Holdings, Inc. | 0.00% | 20 | $1,656 | $1,755 | +$99 | +6.01% | |
| Park Avenue Securities Llc | 0.00% | 6,337 | $540 | $556,226 | +$555,686 | +102904.88% |
Frequently asked questions about DIM
Who owns the most DIM stock?
The largest holders of DIM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE INTL M/C DVD FUND (DIM).
Is DIM widely held by superinvestors?
Many widely followed stocks like DIM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DIM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.